O'Connor Financial Group’s iShares Core S&P 500 ETF IVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.72M | Sell |
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|
2025
Q2 | $4.57M | Sell |
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|
2025
Q1 | $4.61M | Sell |
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|
2024
Q4 | $6.47M | Sell |
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|
2024
Q3 | $6.72M | Sell |
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|
2024
Q2 | $7.03M | Sell |
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|
2024
Q1 | $6.89M | Buy |
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|
2023
Q4 | $2.38M | Sell |
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|
2023
Q3 | $2.31M | Sell |
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|
2023
Q2 | $2.42M | Buy |
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|
2023
Q1 | $2.23M | Buy |
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